+179.2%
AMKR vs WM
+783.4%
-604.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.7% |
| 7D | -8.4% | +1.2% | -9.5% | -9.1% |
| 30D | -29.8% | +13.7% | -43.5% | -35.2% |
| 3M | -34.7% | +5.2% | -39.9% | -37.5% |
| 6M | -54.9% | +11.2% | -66.1% | -59.0% |
| YTD | -12.3% | +9.4% | -21.7% | -20.5% |
| 1Y | -1.4% | +20.4% | -21.8% | -15.5% |
| 3Y | +51.1% | +44.7% | +6.4% | +13.3% |
| 5Y | +62.6% | +58.5% | +4.1% | +14.0% |
| 10Y | +233.1% | +326.4% | -93.3% | +36.0% |
| All | +179.2% | +783.4% | -604.2% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling